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Trending Articles
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35%…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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Embark reaffirms commitment to diversity, renewing its partnership with WiAS
Embark Group announced today that it is renewing its partnership with Women in Asset Servicing for a further two years, reaffirming Embark’s…
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Evelyn Partners Core MPS team significantly increases exposure to fixed income assets in latest re-balance
In its latest re-balance of portfolios, the Evelyn Partners Core Managed Portfolio Service (MPS) team has significantly increased exposure to fixed income assets,…
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Octopus Investments announces new CEO
Octopus Investments, part of Octopus Group, today announced that it has appointed a new CEO to lead its retail and institutional fund…
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HSBC new rates from March 1- reaction
Following the announcement that HSBC are set to release a number of product changes from 1 March, Newspage have shared the thoughts…
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Pound gains ground and UK stocks rise on fresh Brexit breakthrough
Written by Susannah Streeter, head of money and markets, Hargreaves Lansdown There’s extra jaunt to the upbeat mood on the markets now…
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Business valuation multiples shoot up in spite of interest rate hikes
Business valuations for IFA and financial planning firms grew by more than 20% in 2022, despite interest rates increasing on nine occasions…
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Mistakes that clients are making when trying to sell their home
To get the maximum sale price, the optimum time for a house to be on the market is fourteen days – and…
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Standard Life and Fairstone take Origo Integration Hub to 50 users
Standard Life and Fairstone are now Origo Integration Hub customers, bringing the number of users up to 50, with integration momentum growing…
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10 things Hargreaves Lansdown hope to see from Jeremy Hunt’s Budget
Susannah Streeter, head of money and markets, at Hargreaves Lansdown, is the first to outline what she hopes to see from Jeremy…
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Uswitch comments on the Ofgem price cap announcement
Following Ofgem’s quarterly update to the energy price cap, which has fallen to £3,280, Richard Neudegg, director of regulation at Uswitch.com, has commented. He said:…